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-5.85%
This Month
+21.26%
Year To Date
+88.06%
2 Years
+90.51%
5 Years
+210.21%
10 Years
+15.73%
Annualized
Diversification
Sectors Breakdown
- Sector
- Total
- 💻 Electronic Technology39.28%
- 📊 ETFs15.06%
- 🖥️ Technology Services13.81%
- 💇♀️ Consumer Services7.78%
- 🪙 Cryptocurrencies5.53%
- 💰 Finance4.95%
- 🍞 Consumer Non Durables4.81%
- 💵 Cash4.07%
- 🧩 Miscellaneous3.87%
- 🛍️ Retail Trade2.61%
Exchanges Breakdown
- Exchange
- Total
- 🇺🇸 Nasdaq65.91%
- 🇺🇸 NYSE26.26%
- 🌍 Digital Currency5.53%
Countries Breakdown
- Country
- Total
- 🇺🇸 United States73.24%
Dividends
Dividend Yield
0.31%
10 out of 20 instruments pay dividend.
3 dividend payments in the next 30 days.
Highest Dividend: $MCD (2.68%)
Performance Metrics
Score 5.9/10
Beta
1.05
1.05
0
0.8
1.2
0
2
Sharpe Ratio
0.6
0.6
0
0.5
1
1.5
1.5
Sortino Ratio
1.02
1.02
0
1
2
3
3
Jensen's Alpha
2.95
2.95
-2
0
2
4.5
4.5
Omega Ratio
1.17
1.17
0
1
1.5
2.5
2.5
Treynor Ratio
1.16
1.16
0
0.75
1.25
2
2
Information Ratio
0.21
0.21
0
0.3
0.6
1
1
Calmar Ratio
0.32
0.32
0
0.3
0.6
1
1
Beta
1.05
1.05
0
0.8
1.2
0
2
Sharpe Ratio
0.6
0.6
0
0.5
1
1.5
1.5
Sortino Ratio
1.02
1.02
0
1
2
3
3
Jensen's Alpha
2.95
2.95
-2
0
2
4.5
4.5
Omega Ratio
1.17
1.17
0
1
1.5
2.5
2.5
Treynor Ratio
1.16
1.16
0
0.75
1.25
2
2
Information Ratio
0.21
0.21
0
0.3
0.6
1
1
Calmar Ratio
0.32
0.32
0
0.3
0.6
1
1
Portfolio Valuation
Based on current positions
P/E Ratio
40.9
High:
AMD
171.72AMDLow:
DIS
15.89DISDetails
PEG Ratio
139.41
High:
META
376.16METALow:
NFLX
57.37NFLXDetails
Price/Book
10.9
High:
MA
63.6MALow:
MCD
-150.65MCDDetails
Price/Sales
9.91
High:AMD
23.05AMDLow:
COKE
1.74COKEDetails
Price/CF
22.01
High:AMD
34.27AMDLow:DIS
10.37DISDetails
Price/FCF
42.72
High:
AMZN
325.85AMZNLow:COKE
25.6COKEDetails
P/E Ratio
40.9
High:AMD
171.72AMDLow:DIS
15.89DISDetails
PEG Ratio
139.41
High:META
376.16METALow:NFLX
57.37NFLXDetails
Price/Book
10.9
High:MA
63.6MALow:MCD
-150.65MCDDetails
Price/Sales
9.91
High:AMD
23.05AMDLow:COKE
1.74COKEDetails
Price/CF
22.01
High:AMD
34.27AMDLow:DIS
10.37DISDetails
Price/FCF
42.72
High:AMZN
325.85AMZNLow:COKE
25.6COKEDetails
Drawdowns
Worst Drawdowns
Depth | Start | End | Total months |
|---|---|---|---|
-48.26% | Nov 2021 | Jul 2024 | 32 |
-18.34% | Nov 2018 | Dec 2019 | 13 |
-13.13% | Feb 2020 | Apr 2020 | 2 |
-9.32% | Nov 2025 | Apr 2026 | 5 |
-8.92% | Jul 2021 | Oct 2021 | 3 |
-7.05% | Feb 2025 | May 2025 | 3 |
-6.56% | Sep 2020 | Dec 2020 | 3 |
-5.85% | Jun 2026 | - | 1 |
-3.44% | May 2021 | Jun 2021 | 1 |
-2.21% | Jan 2021 | Feb 2021 | 1 |
-1.91% | Dec 2024 | Jan 2025 | 1 |
-0.47% | Oct 2024 | Nov 2024 | 1 |